SB

Simmons Bank Portfolio holdings

AUM $1.4B
1-Year Est. Return 18.91%
This Quarter Est. Return
1 Year Est. Return
+18.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.38B
AUM Growth
+$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
342
New
Increased
Reduced
Closed

Top Buys

1
+$5.21M
2
+$1.91M
3
+$1.75M
4
TFC icon
Truist Financial
TFC
+$1.45M
5
VEEV icon
Veeva Systems
VEEV
+$952K

Top Sells

1
+$11.3M
2
+$5.08M
3
+$3.68M
4
CMI icon
Cummins
CMI
+$3.54M
5
NKE icon
Nike
NKE
+$3.51M

Sector Composition

1 Technology 15.59%
2 Consumer Discretionary 13.44%
3 Financials 8.38%
4 Healthcare 7.2%
5 Consumer Staples 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.07M 0.08%
10,485
177
$1.07M 0.08%
9,287
-232
178
$1.06M 0.08%
11,113
179
$1.03M 0.07%
30,406
+25,265
180
$1.02M 0.07%
22,771
-374
181
$1.01M 0.07%
17,465
-160
182
$986K 0.07%
7,380
183
$979K 0.07%
15,775
-437
184
$968K 0.07%
3,515
185
$956K 0.07%
43,439
-4,240
186
$952K 0.07%
+4,537
187
$945K 0.07%
8,672
+260
188
$928K 0.07%
4,031
189
$927K 0.07%
21,574
-14,216
190
$924K 0.07%
22,027
-200
191
$924K 0.07%
7,543
192
$896K 0.06%
12,690
193
$878K 0.06%
10,905
-75
194
$865K 0.06%
21,288
-598
195
$856K 0.06%
15,138
-298
196
$853K 0.06%
10,839
-956
197
$837K 0.06%
8,361
+161
198
$828K 0.06%
5,698
-150
199
$827K 0.06%
3,178
200
$823K 0.06%
3,287
6 7
8
9 10